Working closely with clients, brokers and internal stakeholders across multiple jurisdictions, this role offers broad exposure to client servicing, onboarding and relationship management activities. Strong organisation and communication skills will be essential to success.
Duties for this role include, but are not limited to:
- Supporting Client Relationship Executives with the administration of a portfolio of Life and Disability clients.
- Managing client communications and responding to routine client queries.
- Preparing client documentation, renewal information and onboarding packs.
- Vetting renewal data and identifying outstanding information requirements.
- Supporting new business enquiries, quotations and onboarding processes.
- Liaising with internal stakeholders including pricing, underwriting, operations and claims teams.
- Maintaining accurate client records and documentation.
- Supporting Client Due Diligence and compliance requirements.
- Assisting with management information and reporting requirements.
- Building strong relationships with clients, brokers and business partners.
- Contributing to process improvement initiatives and service enhancements.
Skills / Qualifications
The ideal candidate will have 2-3 years' experience within a client service or administration role, ideally within financial services or a regulated environment. Strong attention to detail, organisational ability and communication skills are essential, together with the ability to manage workload independently and work effectively within a fast-paced environment. Intermediate Microsoft Word, Excel and Outlook skills are required. The successful individual will be proactive, client-focused and committed to delivering exceptional service standards.
